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Employer contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,679 | $175,259-42.6% | $149,723-32.8% | $139,487-27.8% |
| Participation rate | 75.0% | 83.4%-8.4pp | 78.8%-3.8pp | 80.3%-5.3pp |
| Annual return | 33.14% | 166.82%-133.7pp | 134.50%-101.4pp | 373.84%-340.7pp |
| Employer contribution / active EE | $950 | $5,478-82.7% | $4,821-80.3% | $4,755-80.0% |
| Participant deferral / active EE | $4,142 | $6,522-36.5% | $5,682-27.1% | $6,713-38.3% |
| Admin fee / account holder | $52 | $16,158-99.7% | $13,215-99.6% | $11,407-99.5% |